Amendment – Workflow

Learn how to proceed with an amendment of the workflow.

1. Order of the Workflow

Change:

If you want to make changes to the workflow of an active study, you will receive this warning:

In order to be able to change the workflow, you need to create a sandbox environment. Please refer to the following article: Sandbox Environment - Updating Active Studies and Surveys

2. Step or Form 

Add:

If you add a step or a form, consider that the subjects enrolled so far will not have had the chance to fill this step/form. The progress bar will adapt accordingly for pre-existing subjects in the subject overview.

Delete:

The data entered so far will be deleted. The progress bar will adapt accordingly for pre-existing subjects in the subject overview.

3. ePRO Reminder

Add:

You can add reminders for ePROs subsequently and emails will be sent out once scheduled.

4. ePRO Step

Add / Change:

If you change the scheduling of the ePROs (e.g. from scheduled to "visibility"), add input forms within a step or even an entire step, rescheduling will not take place until 5 minutes after the change. This time delay gives you the opportunity for further changes or to reverse the change.

5. Step type: ePRO/Visit event

Change:

Visit event to ePRO:

For subjects enrollment in the future, you will need to enter an email address and/or phone number.

For subjects already enrolled, there won't be a send-out of an ePRO. However, there is a workaround to send the ePROs manually for those cases:

	In your subject overview, click on the settings icon next to the search bar.
	Now toggle on "Data collection".

	A column named "Data collection" appears which indicates the subjects with non-ePRO data collection. Click on the "non-ePRO" for the respective subject.
	Now, you can select to send a link to the subject and type in the email address or mobile phone number of the subject.

	Go to the column "ePRO" and click on "0/1" which indicates how many ePROs have been sent.
	Select all ePRO steps for which you wish to send a link to the subject and click "Send link manually".

⭐ Please refer to the following article for further information on how to track amendment progress and manage potential amendment failures: Amendments – Overview